ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $329M
1-Year Est. Return 21.6%
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.12M
3
+$885K
4
UPS icon
United Parcel Service
UPS
+$860K
5
GILD icon
Gilead Sciences
GILD
+$833K

Top Sells

1
+$1.15M
2
+$1.11M
3
+$1.07M
4
MDT icon
Medtronic
MDT
+$1.05M
5
KMB icon
Kimberly-Clark
KMB
+$980K

Sector Composition

1 Technology 10.47%
2 Financials 10.32%
3 Healthcare 8.71%
4 Consumer Discretionary 7.23%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$50K 0.03%
+1,500
152
$50K 0.03%
+1,185
153
$49K 0.03%
+750
154
$49K 0.03%
+500
155
$47K 0.03%
+3,185
156
$45K 0.03%
+5,126
157
$43K 0.03%
1,653
-14,681
158
$43K 0.03%
+600
159
$42K 0.03%
+2,995
160
$42K 0.03%
+1,150
161
$41K 0.02%
+450
162
$40K 0.02%
2,300
-9,650
163
$40K 0.02%
+940
164
$39K 0.02%
+965
165
$38K 0.02%
+1,155
166
$38K 0.02%
+6,450
167
$36K 0.02%
+1,000
168
$33K 0.02%
+513
169
$32K 0.02%
+664
170
$31K 0.02%
+1,765
171
$31K 0.02%
+428
172
$31K 0.02%
+300
173
$30K 0.02%
+689
174
$30K 0.02%
+914
175
$30K 0.02%
+1,012
5 6
7
8 9